Allworth Financial’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Buy |
677
+375
| +124% | +$5.84K | ﹤0.01% | 2859 |
|
|
2025
Q1 | $4.64K | Buy |
302
+241
| +395% | +$3.7K | ﹤0.01% | 2793 |
|
|
2024
Q4 | $984 | Buy |
61
+22
| +56% | +$355 | ﹤0.01% | 3397 |
|
|
2024
Q3 | $1.02K | Hold |
39
| – | – | ﹤0.01% | 3207 |
|
|
2024
Q2 | $860 | Hold |
39
| – | – | ﹤0.01% | 3217 |
|
|
2024
Q1 | $804 | Buy |
39
+19
| +95% | +$392 | ﹤0.01% | 3150 |
|
|
2023
Q4 | $468 | Sell |
20
-28
| -58% | -$655 | ﹤0.01% | 3147 |
|
|
2023
Q3 | $855 | Sell |
48
-591
| -92% | -$10.5K | ﹤0.01% | 2896 |
|
|
2023
Q2 | $15.2K | Sell |
639
-30
| -4% | -$712 | ﹤0.01% | 1706 |
|
|
2023
Q1 | $18.1K | Buy |
669
+636
| +1,927% | +$17.2K | ﹤0.01% | 1517 |
|
|
2022
Q4 | $1.58K | Buy |
33
+28
| +560% | +$1.34K | ﹤0.01% | 2320 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 3050 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2753 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 2007 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1854 |
|
|
2021
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1794 |
|